In our ‘What’s New’ series, SaaStr CEO and Founder Jason Lemkin sits down with the top CEOs from leading SaaS companies to discuss What’s New and what’s top of mind. In this episode, Jason sits down with Aaron Levie, CEO and Co-Founder of Box, and also a SaaStr-fan fave from speaking at various SaaStr events in-person and digitally. Together they discuss: How to go long as a CEO and Founder in SaaS, Overhauling operating margins at Box to a top-tier 25%, Macro issues on the horizon for 2024, Incorporating AI and LLMs into the product and What’s new at Box.
So Fastly is a public Cloud company you may not have heard much about in a while. It started off with a ton of PR and attention as a next-generation, super fast CDN, and had an early IPO, but for the most part, has quietly been heads down since then. Customer count...
So no question many folks, especially selling sales and marketing tools, are having a pretty tough time of it. Leaders we admire and look up to from Zoominfo to Zoom to Box have had tough years on the stock market, no doubt. But not everyone. Not by far. Overall,...
So the IPO market sort of, kind of, reopened a bit in 2023 — after being closed for 2 years for the most part. Klaviyo, Instacart, and ARM all 3 great leaders, IPO’d in a short window, unfortunately, to a bit of a quiet thud. None really traded up, and...
So AppFolio is a big vertical SaaS+ success story I frankly don’t know as much about as I should. There are several big leaders in property management software, and AppFolio is one of them. It’s doing well, especially in today’s markets. At $660m...
So the last time we checked in on Crowdstrike, they were growing a stunning 65% at $1.7B in ARR. Growth has slowed somewhat as Crowdstrike approached $3 Billion ARR — but only somewhat. The company is still growing a jaw-dropping 37% at almost $3B ARR —...
So the Wall Street Journal did a great job slicing and dicing IPO data recently. To me, the most jarring statistic was this one: 80% of IPOs since 2020 are trading below their IPO price, or “broken”: So what, you might think? Buyer beware? Hooray for “efficient...
So the news is mixed out there in SaaS and Cloud land: On the positive side: Datadog blew out the quarter growing 25% at $2.2 Billion in ARR and had its best day ever, popping 30% Shopify exceeded expectations, growth reaccelerated to 31% (!) at an almost $7 Billion...
So Zoominfo is one of our favorite SaaS / Cloud leaders at SaaStr. Why? Basically bootstrapped. Incredibly profitably — amazingly so. Great founder-CEO. Won big in a category that’s complicated (data). And also, because it’s one of the Cloud...
So things are all over the place these days. If you’re selling software to SMB merchants and outside of tech like Shopify and Toast and Monday, things are pretty, pretty good, if in some ways still harder than before. If you’re selling sales and marketing...
In this new episode of CRO Confidential, we take a look at the proven customer acquisition strategies behind Toast’s explosive growth to over $1.1B ARR. Hosted by Founders Fund Partner Sam Blond, this episode features CRO of Toast Jonathan Vassil, who walks us through Toast’s go-to-market and customer acquisition strategies.
So we’ve been fans of Bill.com for many years at SaaStr, and covered them from the very early days, as a niche product most hadn’t heard of. Well, fast forward to today and it’s truly an SMB powerhouse. At $1.2 Billion in ARR, it’s still...
Discover what’s new at Navan: The Most Successful Pre-IPO “True-icorn” Doing Nine Figures with CEO Ariel Cohen and SaaStr CEO Jason Lemkin. Ariel shares what’s new at Navan, a pre-IPO unicorn making nine-figure revenue, and what founders can achieve with the right vision, mission, and team.
Non-founder CEOs get fired all the time — and these days, are quitting more often than ever. Founder-CEOs getting fired seems rarer these days, though. OpenAIs, Ubers and WeWorks aside. Two that would be hard to imagine happening today: Pushing Steve Jobs out...
So we last checked in with Freshworks at $400m in ARR. Fast forward to today, and last quarter they crossed an incredible $560,000,000 in ARR growing 20% on a constant currency basis. That should put them at about $600m ARR today! 5 Interesting Learnings: #1. ...
